Tell me about attaching images to transactions and accounts

Updated: 04/19/2016 |
Article ID: HOW23228

Quicken works directly with your phone or tablet, scanner, MicrosoftÂ® Windows Clipboard, and Windows Explorer so you can easily attach digital images and files to transactions and accounts. For example, you could attach a scanned image of a check, receipt, bill, invoice, warranty, or a digital photo of a purchased product. Quicken supports image attachment for all account types (including investment, asset, and liability).

If you use Quicken on your phone or tablet it's possible to take a photo of a restaurant bill, for example, and then attach the photo to a Quicken transaction entered on your mobile device. The transaction and the photo are then automatically uploaded to your Quicken Cloud data where you can view it using Quicken on your computer the next time you sync your desktop software.

Credit score report and monitoring alerts (Quicken for Windows) and data download from participating financial institutions or other parties are available until April 2020; customer phone support, online features and services vary, require Internet access and/or may be subject to change, application approval, fees, additional terms and conditions. 15,000+ participating financial institutions as of 10/1/2016.

Standard message and data rates may apply for sync, e-mail and text alerts. Visit www.quicken.com/go/apps for details. Quicken app (“App”) is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2014 and above desktop products. Earlier versions of the App prior to Quicken 2014 will not work with Quicken 2015 through 2017 desktop products.

Paying bills with Quicken is available only if you have Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) or if your bank allows you to access their bill pay product through Quicken. Application approval, fees, and additional terms and conditions may apply.

One-click file conversion from Quicken for Windows to Quicken for Mac 2017 is not currently available if purchased from Mac App store

Free, ongoing enhancements and updates are on a when-and-if-available basis through April 2020.

60-day money back guarantee: If you’re not satisfied, return this product to Quicken within 60 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees.

Return the product with your dated receipt for a full refund. See www.quicken.com/60dayguarantee for full details and instructions.

Quicken for Mac software, including desktop and mobile versions, is not designed to function for use outside the U.S.

Trademarks: iPhone and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google Inc.

TurboTax: Sold separately. Works with TurboTax Desktop Basic and above.